Retirement plan

NORTHEAST CONSTRUCTION LOAN MANAGEMENT, LLC D/B/A ASI MANAGEMENT COMPANIES 401(K) PROFIT SHARING PLAN

Name: NORTHEAST CONSTRUCTION LOAN MANAGEMENT, LLC DBA ASI MANAGEME - NORTHEAST CONSTRUCTION LOAN MANAGEMENT, LLC D/B/A ASI MANAGEMENT COMPANIES 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: NORTHEAST CONSTRUCTION LOAN MANAGEMENT, LLC DBA ASI MANAGEME
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHEAST CONSTRUCTION LOAN MANAGEMENT, LLC D/B/A ASI MANAGEMENT COMPANIES 401(K) PROFIT SHARING PLAN, NORTHEAST CONSTRUCTION LOAN MANAGEMENT, LLC DBA ASI MANAGEME

NORTHEAST CONSTRUCTION LOAN MANAGEMENT, LLC DBA ASI MANAGEMEEIN 47-5437018Plan #001PY 2025

11A HAMPTON ROAD - EXETER, NH 03833603-772-1180

Other plans on this EIN

1 filing

#002Retirement-$518K assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+21.3% from 2024

Total participants

0.0% from 2024

Average account balance

$580,284

+21.3% from 2024

Annual return

16.21%

+2.63 pp from 2024

Benchmarks

See 29,044 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort29,044 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$580K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$26598

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$53K

$26598 / participant

Other / not subdivided$53K100.0%

% of EOY assets

4.584%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$580,284

$209,336+177.2%

$197,124+194.4%

$137,256+322.8%

Participation rate

100.0%

87.3%+12.7pp

86.7%+13.3pp

80.0%+20.0pp

Annual return

16.21%

48.09%-31.9pp

44.34%-28.1pp

220.34%-204.1pp

Employer contribution / active EE

$30,406

$6,591+361.3%

$6,227+388.3%

$4,156+631.6%

Participant deferral / active EE

$16,358

$9,614+70.1%

$9,135+79.1%

$6,407+155.3%

Admin fee / account holder

$26,598

$17,308+53.7%

$16,298+63.2%

$12,270+116.8%

NORTHEAST CONSTRUCTION LOAN MANAGEMENT, LLC D/B/A ASI MANAGEMENT COMPANIES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHEAST CONSTRUCTION LOAN MANAGEMENT, LLC D/B/A ASI MANAGEMENT COMPANIES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion